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Post-Mortem Estate Planning - Webinar NAEPC
Wednesday, December 12, 2018, 03:00pm - 04:00pm
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Contact 216-696-3665

NAEPC Webinar: Post-Mortem Estate Planning

Presented by National Association of Estate Planners & Councils

Wednesday, December 12, 2018

3:00pm - 4:00pm ET

Speaker: Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)


This presentation will cover the many facets of Post-Mortem Estate Planning including:

  • Tax election available on the decedent’s final income tax return
  • Protecting the fiduciary
  • Fiscal year election
  • Section 645 election
  • 65 day rule
  • Administration expense election
  • Section 643(e) election
  • Portability election
  • Alternate valuation election/Special use valuation
  • Section 6166 estate tax deferral
  • QTIP election
  • Qualified domestic trusts
  • Generation skipping tax planning
  • Disclaimers
  • Death of a partner
  • S corporation stock/qualified subchapter S trusts/ Electing small business trusts

Jeremiah W. Doyle, IV is a Senior Vice President and Family Wealth Strategist at BNY Mellon Wealth Management in Boston, MA. He advises high net worth clients on how to hold, manage and transfer wealth. Mr. Doyle is an Adjunct professor of law at the Boston University Law School Graduate Tax Program. He received his BS from Providence College, JD from Hamline University Law School, LL.M. (taxation) from Boston University Law School, and LL.M. (banking law) from Boston University Law School.

REGISTER HERE for the individual program. 

Registration Fees

  • $40 / Accredited Estate Planner® designee
  • $60 / member of [enter EPC name here]
  • $100 / non-member
  • $250 / council meeting or group gathering

A general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.

Sarah G. Butterfield, Administrator
National Association of Estate Planners & Councils

1120 Chester Ave., Ste. 470
Cleveland, OH 44114

Please note my direct dial: 216-696-3665

ph:  866-226-2224 / fax: 216-696-2582

This email address is being protected from spambots. You need JavaScript enabled to view it. / www.naepc.org

My regular office hours are Monday – Friday, 9:30 am – 2:30 pm ET.

Sarah G. Butterfield, Administrator
National Association of Estate Planners & Councils
1120 Chester Ave., Ste. 470
Cleveland, OH 44114
Please note my direct dial: 216-696-3665
ph: 866-226-2224 / fax: 216-696-2582
This email address is being protected from spambots. You need JavaScript enabled to view it. / www.naepc.org
My regular office hours are Monday – Friday, 9:30 am – 2:30 pm ET.

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